Jet Fuel Crisis Exacerbated by Hoarding, Not Supply
✈️✈️✈️✈️✈️✈️✈️✈️✈️✈️ The Global Jet Fuel Crisis: It Would Have Been Mitigated Were It Not for Hoarding Daily Energy Report https://t.co/m1p26knF8S
25‑Year Battery Life Shifts Market to Leasing
As battery lifespans approach 25 years, leasing will become the dominant financial model, says Unigrid CEO #energysky -- via pv magazine usa: https://t.co/ua7Y7UqRYe
Light‑powered Micromotors Capture Uranium From Water
Chinese scientists created light-driven micromotors that actively capture uranium from water, offering a new approach to resource extraction challenges. https://t.co/MQB2iNvSXi
US Crude Stocks Plunge 8.1M Barrels; Stay Long Oil
During this past week, US crude oil inventories fell by a staggering 8.1 million barrels. STAY LONG OIL. https://t.co/JNDz5oEds3
Hormuz Crisis Sparks Oil Shock and Market Outlook
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I'm joined by the one and only @ericnuttall to talk about the ongoing Hormuz crisis oil supply shock, how oil and gas equities are pricing the conflict, and what...
Markets Remain Calm Amid Two-Month Iran War
I had the pleasure of joining @PTertzakian & @JackieForrest on the Arc Energy Ideas podcast to talk about the shockingly calm market reaction to more than 2 months of Iran War—what I call the Sanguine Strait Stoppage. Long-time listener, first time...
Texas Solar Costs 1/8 of California’s Electricity Price
texas is passing california on solar. and LCOE for new utility-scale solar in Texas is ~$0.04 per kwh. in CA we pay $0.30+ per kwh...
Considering Mining Hormuz After Blocking Their Blockade
We already blockaded their blockade… but what if we also threaten to mine Hormuz …?? https://t.co/V96W6vpcTn
US Retail Diesel and Gas Prices Near Record Highs
GS: US Retail Diesel and Gasoline Prices Increased to Just $0.2/gal and $0.5/gal Below Their Respective All-Time Highs https://t.co/7rCLdcv6vm
High US Oil Prices Yet Recession Odds Remain Low
So US oil prices are remaining at very lofty levels with inevitable carry over effects on US (and global) GDP...but the probability of a recession has dropped to pre-war lows? Either the economy is less dependent on energy or we...
No Agreement Reached on Hormuz Passage Terms
To be honest, it doesn’t really look like they agreed on the terms for Hormuz passage this time either
Residential Solar Slump Deepens After Tax Credit Repeal
The US residential solar industry knew this year would be tough after President Donald Trump’s One Big Beautiful Bill ended a lucrative homeowner tax break for buying panels. So far, it’s looking even worse than feared https://t.co/w6pThu1Ydu
USGC Crude Rerouted Through Panama to West Coast
Great map of Jones Act-waived intra-US petroleum flows. Some of it is intra-PADD optimization, but as expected we see a big push of USGC barrels transiting the Panama Canal to the US West Coast.
Estimating Timeline Until Hormuz Returns to 50
How much longer, from today, does it take for the Strait of Hormuz to reopen**? **defined as >50% of pre-war transit levels
Oil Shortages Looming: Europe by May, US by July
Distinguished economist & commodity market guru Jeff Currie on when oil shortages will hit: "Parts of the world like Australia, Philippines, Thailand already are [in a shortage]. Europe will hit tank bottoms sometime in May. In the US it will be...
China, EU Unite on Carbon Pricing, Challenge Trump
China and the European Union have joined forces in a bid to create a global alliance on carbon pricing, putting them at odds with the Trump administration’s push to invest more in fossil fuels https://t.co/ALnazovHMy
Maryland Homeowners Face $1.6 B Data‑center Electricity Surcharge
Maryland homeowners will pay an extra $1.6 billion on their electric bills over the next decade to subsidize grid costs to feed data centers, according to a state agency https://t.co/IKWmGXLtMG
UK Wind and Solar Outpace Fossil Fuels for 15 Months
Wind and solar have now beaten fossil fuels in Great Britain for a record 15 months in a row Just a decade ago, fossil fuels were generating four times more than wind + solar Now that's flipped: Since the Iran war, wind...
RNG: Rural Prosperity, Em
RNG is one of those rare win-win-wins — rural income, emissions reduction, energy security — and yet it still makes some environmentalists nervous. The political complexity is real, but so is the opportunity. https://t.co/od6g2nplAL
Canada Finance Minister Discusses Energy Markets Amid Middle East Conflict
Very pleased to meet with Canada’s Minister of Finance François-Philippe Champagne (@FP_Champagne) in Toronto to discuss recent energy market and economic developments amid the war in the Middle East, as well as @IEA-🇨🇦 cooperation https://t.co/zaraFH2k05
Energy Crunch Will Continue Despite Iran Peace Deal, Says Maersk
Maersk Says Energy Crunch to Persist Even If Iran Peace Deal Struck. Not surprising. This extended mess will not fix itself overnite. https://t.co/qJBag33bE9
AI's Energy Demand Sparks New Supply Chain
AI needs energy. From uranium to grid equipment, the power stack behind AI is becoming its own supply chain. Data centers need GPUs. GPUs need racks. Racks need power. Power needs grid access, firm generation, storage, cooling, and fuel. Hyperscalers are no...
Ukrainian Drones Strike Deep, Hit Perm Oil Facility
Ukrainian drone strikes hit DEEP into Russian territory again. This time, Ukraine hit one of its favorite targets: an oil facility in Perm. https://t.co/cX1kGfxId7
Georgia Data Centers Falsely Claim Renewables, Fueling Shortages
🚨 Scam alert 🚨 Georgia's new "Customer Identified Resources" program lets data centers claim solar and wind farms as "their" electricity sources, while still totally relying on Georgia's overwhelmingly gas-, nuclear-, and coal-powered grid. This is exactly the kind of practice that...
WTI Plunges 11% as Rumor‑Driven Headlines Swirl
US benchmark crude oil (WTI) is down -11% over the past two days. Since both sides likes to make their rap battle threats on social, they should lay out clearly their terms on social so we can follow along. This market...
Spain's Power Grid Turns Renewable Majority by 2026
🇪🇸 Spain's electricity in 2000: 56% fossil, 2% solar & wind. By 2026: 44% solar & wind, just 17% fossil. The crossover came in 2023. Gas now sets the price only 15% of the time vs 89% in Italy. More in my...
Hint Reveals Why Hormuz Reopening Stalls, Questions Unasked
“I’m not trying to solve a puzzle here, Dr. Kimble…” “Well, I am trying to solve a puzzle…& I just found a big piece.” This story offers a hint about what’s taking so long to re-open Hormuz, but no one seems to...
US‑Iran Conflict Affects 20% LNG, Just 3% of Global Gas
Shell CEO Wael Sawan: "While 20% of the world's LNG is impacted [by US-Iran war], that equals to only 3% of the world's natural gas." (An important point that's often overlooked)
Rising Gas Prices Make Tesla $2k Cheaper Annually
Markets are Speaking Gasoline commodity since January: +100% This is what higher gas prices do to EV demand. It's now almost $2000 cheaper to drive a Tesla than a gasoline-powered car per year. cc @elonmusk https://t.co/sx9JHvByFa
US Oil Inventories Drop 7.1 MMb, Crude Leads Decline
US comparative inventory fell 7.1 mmb for the week ending May 1 Crude oil and all refined products decreased except residual and distillate #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/ywcLKBDgl6
Iran's Oil Restrictions Threaten Prices, Risk War
This is an excellent point. Iran is disincentivized to allow all traffic because it can push up oil prices. This cannot be allowed. Actual wars have been fought over issues like this.
New GHG Rules Killing Canadian Pipelines, Conservatives Promise Repeal
The "arbitrary new rules designed to kill the project" (assess GHGs) have been applied to three pipelines. Two are built. The other, Energy East, was cancelled in favour of Keystone XL for which the required GHG analysis which was new...
Alberta Carbon Price Debate Ignores National Backstop and Provincial Disparities
So much talk about carbon prices in Alberta. But, two reminders: 1) we are supposed to have a national carbon pricing backstop, not a federal backstop for Alberta carbon prices alone; 2) Quebec credits are trading at around $40/t as...
India’s Heavy Sour Crude Imports at 50% of Capacity
🇮🇳Key context: India’s current heavy sour crude imports are running at roughly half of its processing capacity.
Shell CEO Warns Prolonged Recovery After Hormuz Closure
Shell CEO Wael Sawan: "The journey back [from the closure of the Strait of Hormuz" will be a long one."
API Weekly Report Shows Draws in Crude, Distillate, Gasoline
The American Petroleum Institute Weekly Statistical Bulletin is out showing draws against crude stocks, distillate and gasoline stocks. https://t.co/fp4XONEkmr
Jan ’27 Gas Futures Predict $3.30 Pump Price
Jan '27 gasoline futures are a dollar below the prompt... implying a AAA average pump price near $3.30 by late this year https://t.co/eTlTFWg6h2
Saudi Seeks Op Freedom Pause to Safeguard Oil
This makes so much more sense then what was reported last night as to why Saudi Arabia wanted Op Freedom suspended. Oil is everything for Saudi Arabia & after Fujairah was hit + Trump's "oh, that wasn't a ceasefire violation"...
Discussing Oil, Iran, and Hormuz Tensions on Bloomberg Radio
Well, what is going on with #oil? #Iran? #StraitofHormuz? I'll be on @BloombergRadio to discuss in a few minutes. #oott @ACGlobalEnergy https://t.co/2nAmjfl1Yf
US Gas Prices Surge 53% to 30‑Year High
Gas prices in the US have moved up to $4.56 per gallon, their highest level since July 2022. The 53% spike over the last 10 weeks ($2.98/gallon to $4.56/gallon) is the biggest we've seen in the past 30 years. https://t.co/TTvJBJvcVF
Oil Futures Drop Reflect Peace‑Deal Odds, Not Manipulation
Falling futures prices don't mean the paper market is manipulated. All the supply shortfall numbers at this point are well known. Markets are trading the length of the shortfall. Any headline that raises odds of a peace deal naturally pulls...
WTI Oil Peaks in May, June, December; Dips March, August
Oil (WTI) -- Months Annually - 10 yr average Seasonality Best May +7.6% June +4.4% Dec +3.1% Worst Mar -2.8% Aug -2.4% Nov -2.2% Bloomberg "SEAG" Function.
SEforALL and AfDB Unite
A productive discussion on deepening collaboration between @SEforALLorg and @AfDB_Group to accelerate #energyaccess across #Africa. Key priorities included #cleancooking, renewables, carbon markets, green industrialization and linking energy access to jobs & economic growth. https://t.co/wEu9rHWcSQ
WTI Crude Peaks Near $120; Bonds, Grains Stabilize
Peak Inklings: $100 Crude, 5% T-Bonds, $5 Corn and Gas, $12 Soy Roughly $120 a barrel in WTI crude oil may be reaching its peak potential, akin to $147 in 2008 and $130 in 2022. Staying below $100 would reinforce the...
75% of World Imports Fossil Fuels, Spend $1.7 T Annually
The underlying logic is simple: 75% of the world's population lives in net fossil fuel importing countries. They collectively spend $1.7 trillion a year on those imports. EVs, solar panels, and batteries don't need constant replenishment the way oil does....
Quiet Hurricane Season Still Threatens US Power Grid
This Atlantic hurricane season could be on the quiet side. But seasons with a lower number of storms can still do major damage to the US power grid https://t.co/YNJRTdjMyz
Crude Oil Lower-High Pattern Holds, Fueled by US Stocks
Crude Oil Pump-Then-Dump Pattern Appears Intact The crude oil pattern of lower highs since 2008 is being tested in 2026 and looks intact. My graphic shows a top potential determinant for maintaining the lower-lows trend -- the lofty US stock market. Full...
Industrial Fossil Dependence Exposed; 90% Could Go Electric
Fuel shocks keep exposing the same structural weakness: industry hooked on fossil fuels has nowhere to hide when supply is disrupted. @CanaryMediaInc covers our High Voltage report showing up to 90% of industrial energy demand could be electrified.. https://t.co/COOap1S5DF https://t.co/64Y1YG9UqI
India Hikes LPG Price 48% Amid Middle East Conflict
#IndiaWatch🇮🇳: India just hiked the price of the 19kg commercial LPG cylinder by ₹993. That’s a STAGGERING jump of almost 48% since the start of the US-Israeli war on Iran. RESTAURANTS AND CATERERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP...
Shell's Q1 Profits Jump as Iran War Lifts Prices
Shell says its profits surged in the first quarter as the Iran war drove oil and gas prices higher https://t.co/oiET1zMQ1V